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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,282 | $142,409+77.2% | $119,634+110.9% | $134,545+87.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.20% | -12.46%+10.3pp | -14.98%+12.8pp | 418.37%-420.6pp |
| Employer contribution / active EE | $1,660 | $5,224-68.2% | $4,232-60.8% | $4,742-65.0% |
| Participant deferral / active EE | $10,800 | $6,468+67.0% | $5,601+92.8% | $6,401+68.7% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |